Custom fields¶
QuickBooks Complete custom fields support depends on QuickBooks API limits.
Tips and guidance for working with custom fields in QuickBooks and connected apps.
Support matrix¶
| Section | Area | QuickBooks Complete support |
|---|---|---|
| Customers | Custom fields | Not supported. QuickBooks does not expose customer custom fields through its API. |
| Invoices and estimates | First 3 custom fields | Supported |
| >3 custom fields | Not supported; QuickBooks does not expose this data in its API. | |
| Projects | Custom fields | Supported |
Details and tips¶
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After you adjust your custom fields in QuickBooks, there can be a delay before that information is reflected in connected apps, including this one. In the connection management screen, there is a context menu at the QuickBooks company level. Choose the “Update Counts” here to force a refresh of this information; but even that may not update immediately.
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QuickBooks API support for only the first three custom fields on invoices and estimates is a common source of frustration. The QuickBooks API does not provide a means to choose which three are available; only the first three ever created are available.
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For the app to access custom fields on invoices and estimates, the fields must be made available to all sales forms. When editing the field, check the box for every type of form. This is a limitation of the QuickBooks API.